Financial Management
We help our clients with the following Financial Management items:
- Managing debt
- Budgeting
- Cash flow analysis
- Financial literacy & Canadian tax basics
- Advice on sole proprietorships & incorporation
Financial Management
We help our clients with the following Financial Management items:
Retirement Planning
Retirement planning goes far beyond the financials and delves into what excites you about retirement and what is potentially causing you to lose sleep at night. These are some of the common questions/scenarios we assist our clients with on a daily basis:
If you have these questions or any others, contact us for a consultation.
For more information on our retirement planning services, view our Retirees page.
Legacy Planning
Formally known as Estate Planning, we help our clients with the following:
We work collaboratively with accountants and lawyers to provide our clients with a streamlined, cohesive approach to legacy planning.
Planning Services
Our fees for legacy planning or general financial planning start at $1,125 and will ultimately be based on the complexity of the client’s situation. We provide a fully transparent quote prior to commencing any billable work.
Retirement plans typically start at $1,800 for an individual and $2,700 for a couple. Fees will be based on complexity of the situation and what the client is wanting to achieve from the plan.
In certain circumstances, we may accommodate one-time consultations at a rate of $225/hour (one-hour minimum).